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Help for OnBalance

To learn more about using OnBalance, visit the OnBalance Help & How-To Center.

How do I get my clients started with OnBalance Self-Employed?

You can get your clients started by sending them a registration email through UltraTax CS. Once your client successfully registers for an account their data will automatically be connected with your UltraTax CS software.

OnBalance Self-Employed is designed for your self-employed clients that don't have employees. Professionals like tutors, consultants, plumbers, contractors, landscapers, builders, home or child care, nannies, florists, and caterers, to name a few would benefit from the OnBalance app.

OnBalance Self-Employed is currently available at no charge.

OnBalance Self-Employed is an online application so there are no downloads or software installations needed.

To use OnBalanece Self-Employed a high-speed internet connection or a cellular data connection is required. Apple Safari, Google Chrome, Microsoft Internet Explorer, Microsoft Edge, and Mozilla Firefox are all supported browsers.

There is no contract to use OnBalance Self-Employed.

OnBalance Self-Employed is supported through the Help & How-To Center, an online customer portal that includes all the resources you need to manage your OnBalance app. Through the Help & How-To Center you can update your profile, get product support, find training options, connect with your tax and accounting peers and more.

We're working on future modules now, stay tuned as additional modules and functionality are released we'll communicate what and when they will be released.

Yes, OnBalance Self-Employed is available to anyone, but is most beneficial to the accountant when you use UltraTax CS as well. To register for an OnBalance account, sign up here. Learn more about our tax products here.

With OnBalance Self-Employed clients can track income, expenses and mileage with Advanced Optical Character Recognition (OCR) technology that enables the capture and recognition of data from receipts. The data captured will automatically populate the information and reduce the amount of manual entry. To learn more, visit our website.

The data your clients' track in OnBalance can easily and securely be sent to you via your UltraTax CS software for quick Schedule C completion. Integration with UltraTax CS improves workflow and simplifies tax preparation.

If your client already has an OnBalance login they can still share their data with you using their existing login. Open the client in UltraTax CS and send them a registration email in Setup > OnBalance (Import). When your client receives the email to register, they can log in using their existing account. This will link the account to the client in UltraTax CS and you will be able to import their data.

Yes, you can send yourself a registration email from your client in UltraTax CS. If you would like to create an account without linking to UltraTax CS, register at https://onbalance.thomsonreuters.com. You will need to register with a unique email address other than your CS Web account.

A unique email address is required to create an OnBalance account. If you use an email address that is already registered or used as your TRID or CS Web account, you may receive an error that says, “Error, try again”.

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